See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $179,434 |
UHY LLP1 year Service code 10 · EIN 20-0694403 | Accounting | $23,500 |
Filed as: SLAVIC MUTUAL FUND MANAGEMENT CORP Service code 28 · EIN 59-2749576 | Investment Management | $19,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,980 | $100,589-83.1% | $136,294-87.5% | $177,276-90.4% |
| Participation rate | 50.9% | 77.4%-26.6pp | 81.9%-31.0pp | 74.8%-24.0pp |
| Annual return | 535.57% | 39.18%+496.4pp | 5155.94%-4620.4pp | 21.25%+514.3pp |
| Employer contribution / active EE | $818 | $3,259-74.9% | $4,695-82.6% | $2,479-67.0% |
| Participant deferral / active EE | $2,437 | $5,830-58.2% | $6,247-61.0% | $3,881-37.2% |
| Admin fee / account holder | $60 | $55+9.9% | $9,243-99.3% | $154-61.0% |